1SAMC
AMH icon

12th Street Asset Management Company’s American Homes 4 Rent AMH Stock Holding History

12th Street Asset Management Company’s Portfolio AMH Stock Details AMH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-138,630
Closed -$3.87M – 33
2026
Q1 		$3.87M Sell
138,630
-4,840
-3% -$146K 0.63% 30
2025
Q4 		$4.61M Sell
143,470
-14,611
-9% -$468K 0.76% 29
2025
Q3 		$5.26M Buy
158,081
+61,838
+64% +$2.16M 0.89% 27
2025
Q2 		$3.47M Sell
96,243
-9,362
-9% -$346K 0.6% 30
2025
Q1 		$3.99M Sell
105,605
-266,834
-72% -$9.53M 0.68% 27
2024
Q4 		$13.9M Sell
372,439
-11,671
-3% -$437K 2.3% 20
2024
Q3 		$14.7M Buy
384,110
+78,295
+26% +$2.99M 2.49% 18
2024
Q2 		$11.4M Sell
305,815
-10,620
-3% -$382K 2.07% 20
2024
Q1 		$11.6M Sell
316,435
-7,000
-2% -$250K 2.02% 21
2023
Q4 		$11.6M Sell
323,435
-17,974
-5% -$628K 2.19% 20
2023
Q3 		$11.5M Buy
341,409
+76,636
+29% +$2.75M 2.36% 18
2023
Q2 		$9.39M Buy
264,773
+657
+0.2% +$22.3K 1.89% 18
2023
Q1 		$8.31M Buy
264,116
+3,953
+2% +$126K 1.74% 19
2022
Q4 		$7.84M Buy
260,163
+78,774
+43% +$2.5M 1.71% 18
2022
Q3 		$5.95M Sell
181,389
-16,076
-8% -$581K 1.66% 17
2022
Q2 		$7M Buy
197,465
+131
+0.1% +$4.96K 1.76% 17
2022
Q1 		$7.9M Sell
197,334
-7,027
-3% -$277K 1.81% 20
2021
Q4 		$8.91M Sell
204,361
-7,155
-3% -$290K 1.87% 19
2021
Q3 		$8.06M Buy
211,516
+63,227
+43% +$2.59M 1.78% 18
2021
Q2 		$5.76M Sell
148,289
-5,770
-4% -$214K 1.2% 20
2021
Q1 		$5.14M Buy
154,059
+352
+0.2% +$11K 1.08% 20
2020
Q4 		$4.61M Sell
153,707
-299
-0.2% -$8.77K 0.99% 20
2020
Q3 		$4.39M Buy
+154,006
New +$4.35M 1.09% 20

Other funds holding AMH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

12th Street Asset Management Company's AMH Position: Q2 2026 in Review

12th Street Asset Management Company sold out of American Homes 4 Rent (AMH) in Q2 2026, closing a stake of 138,630 shares — an estimated $3.87M sold.

12th Street Asset Management Company first reported a position in AMH in Q3 2020 and held it in 23 quarters. The position peaked at $14.7M in Q3 2024. 484 funds tracked by Wall St. Rank hold AMH as of Q2 2026.

  • 12th Street Asset Management Company reported no remaining American Homes 4 Rent position as of Q2 2026 after selling out during the quarter.
  • 12th Street Asset Management Company sold 138,630 American Homes 4 Rent shares in Q2 2026, an estimated $3.87M.
  • 12th Street Asset Management Company first reported a position in American Homes 4 Rent in Q3 2020 and held it in 23 quarters.
  • 12th Street Asset Management Company's American Homes 4 Rent position peaked at $14.7M in Q3 2024.
  • 484 funds tracked by Wall St. Rank held American Homes 4 Rent as of Q2 2026.

Based on 12th Street Asset Management Company's 13F filing for Q2 2026, filed 13 Aug 2026.